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Disc Medicine, Inc. (IRON)

USD75.04 +0.03 (+0.04%)
US NASDAQ Healthcare Biotechnology
Address 321 Arsenal Street 2472
Watertown, MA, US
CEO John D. Quisel
IPO 2020-08-12
CIK 1816736 ISIN US2546041011

Explore sections of this company profile

Description

Based in Watertown, Massachusetts, Disc Medicine, Inc. operates as a clinical-stage biotechnology company. Its core mission involves the discovery, development, and commercialization of novel therapeutic solutions for individuals suffering from serious hematological diseases. The company is actively constructing a pipeline of drug candidates, designed to address a variety of these conditions by precisely targeting fundamental biological mechanisms related to red blood cell biology, particularly heme biosynthesis and iron homeostasis.

Market Cap & Enterprise Value
Merger & Acquisition History

No mergers or acquisitions recorded for this company.

Technical Outlook
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Signal Summary Loading…
Indicator 1D1W2W3W1M
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
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Price Chart
Averages
Trend
Price
Levels
Draw
USD75.04 +0.03 (+0.04%)
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Volume Profile
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Liquidity & share structure
Average Volume
523.8K
Beta
2.10
Float Shares
27.28M
Free Float %
71.4%
Price Performance
1D5D1M3M6M YTD1Y3Y5Y10YMax
-1.74% +3.57% +5.49% +4.43% -25.48% -12.39% +49.04% +109.86% -46.07% -32.46% -32.46%
Rolling Volatility
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Drawdown
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Relative Strength
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Monthly Returns Heatmap
From To
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Annual Monthly Returns
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Daily Returns Distribution
vs.
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Revenue flow

Revenue by geography

Revenue by segment

From To

Revenue composition

From To

By product

By geography

Financial Statements

Income Statement

Balance Sheet

Cash Flow Statement

Key Metrics

Financial Ratios

Employees

Financial Growth (CAGR)

Market Data

Analyst Consensus (11 ratings, all time) Buy
Price Targets & DCF
Current price
75.04
Low 80.00 +6.6%
Consensus 103.33 +37.7%
Median 105.00 +39.9%
High 125.00 +66.6%
DCF (Unlevered) 2.31 -96.9%
DCF (Levered) 2.53 -96.6%

DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.

Ratings Trend (MoM) 100% Bullish
Rating 2026-05 Change
Strong Buy 1 0
Buy 12 0
Hold 0 0
Sell 0 0
Strong Sell 0 0
Price Target Summary
Period # Analysts Avg Target
Last Month 1
80.00
+6.6%
Last Quarter 1
80.00
+6.6%
Last Year 12
108.33
+44.4%
All Time 24
86.79
+15.7%
Quality scores
Altman Z-Score
24.85
Safe zone
Piotroski F-Score
1 / 9
Weak
MOAT Score
3 / 10
No MOAT
Composite Rating
C
Overall Score
2 / 5
Medium
DCF Score
3 / 5
Medium
ROE Score
1 / 5
Low
ROA Score
1 / 5
Low
D/E Score
3 / 5
Medium
P/E Score
1 / 5
Low
P/Book Score
2 / 5
Medium
Operational MOAT
✗ Below peers
  • Revenue growth Biotechnology: +1.6%
  • EPS growth Biotechnology: +29.7%
    -51.8% Q1'26: -61.8% (vs Q1'25)
  • FCF margin FCF growth · Biotechnology: +16.2%
  • EBIT margin Biotechnology: +0.0%
  • ROIC Biotechnology: -16.1%
    Q1'26: +2,606.8% (vs Q1'25)
  • Share dilution Biotechnology: -3.4%
    +27.9% Q1'26: +15.5% (vs Q1'25)
  • Debt / EBITDA Net debt/EBITDA · Biotechnology: 0.16×
    -0.01× Q1'26: -0.11× (vs Q1'25)
Valuation Multiples From To
Price Forecast (3Y) From To
Model
Adjust
P/E
Theoretical Return — If Invested Today

* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.

DCF Interactive Model (UFCF)
Projection years:
Market assumptions
WACC components (optional)
Ke (Cost of Equity) = Rf + β (2.14) × ERP
WACC = 100% × Ke + 0% × Kd (193.5%) × (1−t)

Modifying these values recalculates WACC automatically.

Business assumptions
Intrinsic value (base): 2.31 Current price: 75.04
Enterprise Value: Equity Value: Terminal Value: TV as % of EV:

Base values reflect the latest available data for this company and market conditions.

Consensus Estimates
Metric Dec 2024
actual
Dec 2025
actual
Dec 2026
7 Rev. Ana.
9 EPS Ana.
Dec 2027
10 Rev. Ana.
9 EPS Ana.
Dec 2028
11 Rev. Ana.
10 EPS Ana.
Dec 2029
5 Rev. Ana.
4 EPS Ana.
Dec 2030
5 Rev. Ana.
4 EPS Ana.
Revenue
est: 6.06M (-100.0%)
3.16M
2.32M – 4.38M
-47.9% YoY
32.23M
6.69M – 58.00M
+920.5% YoY
137.47M
137.45M – 137.49M
+326.5% YoY
326.73M
240.04M – 453.41M
+137.7% YoY
563.48M
413.96M – 781.95M
+72.5% YoY
EBITDA
-108.27M
-207.94M
— – —
— – —
— – —
— – —
— – —
EBIT
-108.43M
-208.22M
— – —
— – —
— – —
— – —
— – —
Net Income
-109.36M
est: -115.96M (+5.7%)
-212.18M
est: -211.81M (-0.2%)
-239.50M
-268.60M – -210.39M
-13.1% YoY
-313.56M
-327.57M – -215.35M
-30.9% YoY
-254.60M
-272.60M – -127.26M
+18.8% YoY
-106.79M
-160.61M – -69.95M
+58.1% YoY
70.16M
45.96M – 105.52M
+165.7% YoY
SGA
33.05M
65.38M
— – —
— – —
— – —
— – —
— – —
EPS
-3.96
est: -4.11 (+3.8%)
-6.01
est: -6.00 (-0.2%)
-6.94
-7.61 – -5.96
-15.8% YoY
-7.42
-9.28 – -6.10
-6.8% YoY
-5.80
-7.72 – -3.61
+21.8% YoY
-3.03
-4.55 – -1.98
+47.8% YoY
1.99
1.30 – 2.99
+165.7% YoY
Recent Grade Changes (3M)
Date Firm Previous New Grade Action
2026-05-14 Morgan Stanley Overweight Overweight Maintain
Historical Ratings (3M)
Date Rating Overall DCF ROE ROA D/E P/E P/B
2026-05-28 C 2/5 3/5 1/5 1/5 3/5 1/5 2/5
2026-05-27 C 2/5 3/5 1/5 1/5 3/5 1/5 2/5
2026-05-26 C 2/5 3/5 1/5 1/5 3/5 1/5 2/5
2026-05-22 C 2/5 3/5 1/5 1/5 3/5 1/5 2/5
2026-05-21 C 2/5 3/5 1/5 1/5 3/5 1/5 2/5
2026-05-20 C 2/5 3/5 1/5 1/5 3/5 1/5 2/5
2026-05-19 C 2/5 3/5 1/5 1/5 3/5 1/5 2/5
2026-05-18 C 2/5 3/5 1/5 1/5 3/5 1/5 2/5
2026-05-15 C 2/5 2/5 1/5 1/5 3/5 1/5 2/5
2026-05-14 C 2/5 2/5 1/5 1/5 3/5 1/5 2/5
2026-05-13 C 2/5 2/5 1/5 1/5 3/5 1/5 2/5
2026-05-12 C 2/5 2/5 1/5 1/5 3/5 1/5 2/5
2026-05-11 C 2/5 2/5 1/5 1/5 3/5 1/5 2/5
2026-05-08 C 2/5 2/5 1/5 1/5 3/5 1/5 2/5
2026-05-07 C 2/5 2/5 1/5 1/5 3/5 1/5 2/5
2026-05-06 C 2/5 2/5 1/5 1/5 3/5 1/5 2/5
2026-05-05 C 2/5 2/5 1/5 1/5 3/5 1/5 2/5
2026-05-04 C 2/5 2/5 1/5 1/5 3/5 1/5 2/5
2026-05-01 C 2/5 2/5 1/5 1/5 3/5 1/5 2/5
2026-04-30 C 2/5 2/5 1/5 1/5 3/5 1/5 2/5
2026-04-29 C 2/5 2/5 1/5 1/5 3/5 1/5 2/5
2026-04-28 C 2/5 2/5 1/5 1/5 3/5 1/5 2/5
2026-04-27 C 2/5 2/5 1/5 1/5 3/5 1/5 2/5
2026-04-24 C 2/5 3/5 1/5 1/5 3/5 1/5 2/5
2026-04-23 C 2/5 3/5 1/5 1/5 2/5 1/5 2/5
2026-04-22 C 2/5 3/5 1/5 1/5 2/5 1/5 2/5
2026-04-21 C 2/5 3/5 1/5 1/5 2/5 1/5 2/5
2026-04-20 C 2/5 3/5 1/5 1/5 2/5 1/5 2/5
2026-04-17 C 2/5 3/5 1/5 1/5 2/5 1/5 2/5
2026-04-16 C 2/5 3/5 1/5 1/5 2/5 1/5 2/5

Owner Earnings

Owner's Earnings (history)

Owner's Earnings history not available.

Owner alignment
Owner's Earnings TTM
OE per share TTM
Owner's Yield
Maintenance CapEx ratio
Maint CapEx / Avg PPE

Ownership Overview

Ownership breakdown
At a glance
Institutional holders
209
Total invested
2.67B
Insider transactions (90d)
0
Beneficial owners (>5%)
44
Beneficial owners (>5%)
# Reporting person Amount owned % of class Sole voting Shared voting Sole dispositive Shared dispositive Type Citizenship Filing date SEC filing
1 OrbiMed Advisors LLC 5.83M 12.90% 5.83M 10.00 IA Delaware 2021-02-22
2 OrbiMed Capital GP VI LLC 5.83M 12.90% 5.83M 10.00 OO Delaware 2021-02-22
3 Lightstone Ventures, L.P. 2.80M 6.20% 2.80M 2.80M 10.00 PN Delaware, United States of America 2021-02-16
4 AI DMI LLC 2.71M 16.00% 2.71M 2.71M OO 2023-01-09
5 Access Industries Holdings LLC 2.71M 16.00% 2.71M 2.71M OO 2023-01-09
6 Access Industries Management, LLC 2.71M 16.00% 2.71M 2.71M OO 2023-01-09
7 Len Blavatnik 2.71M 16.00% 2.71M 2.71M IN 2023-01-09
8 Adage Capital Advisors, L.L.C. 2.50M 5.78% 2.50M 10.00 OO Delaware 2022-10-11
9 Bain Capital Life Sciences Opportunities III, LP 1.99M 9.99% 1.99M 1.99M PN Delaware 2023-02-24
10 (1) BlackRock, Inc. 1.85M 6.20% 1.80M 1.85M HC Delaware 2024-11-08
11 Wellington Group Holdings LLP 1.84M 6.19% 1.48M HC Delaware 2024-11-08
12 Wellington Investment Advisors Holdings LLP 1.84M 6.19% 1.48M HC Delaware 2024-11-08
13 Wellington Management Group LLP 1.84M 6.19% 1.48M HC Massachusetts 2024-11-08
14 James N. Topper 1.75M 5.90% 1.75M 1.75M IN Delaware 2024-06-25
15 Patrick J. Heron 1.75M 5.90% 1.75M 1.75M IN Delaware 2024-06-25
16 Wellington Management Company LLP 1.73M 5.81% 1.47M IA Delaware 2024-11-08
17 Albert Cha 1.41M 4.70% 1.41M 1.41M IN Delaware 2024-06-25
18 James Brush 1.41M 4.70% 1.41M 1.41M IN Delaware 2024-06-25
19 Adage Capital Management, L.P. 1.16M 5.24% 1.16M IA, PN Delaware 2023-06-30
20 Adage Capital Partners GP, L.L.C. 1.16M 5.24% 1.16M OO Delaware 2023-06-30
21 Adage Capital Partners, L.P. 1.16M 5.24% 1.16M PN Delaware 2023-06-30
22 Phillip Gross 1.16M 5.24% 1.16M IN United States 2023-06-30
23 Robert Atchinson 1.16M 5.24% 1.16M IN United States 2023-06-30
24 FHMLSP, L.L.C. 1.09M 3.70% 1.09M 1.09M OO Delaware 2024-06-25
25 FHMLSP, L.P. 1.09M 3.70% 1.09M 1.09M PN Delaware 2024-06-25
26 Frazier Life Sciences Public Fund, L.P. 1.09M 3.70% 1.09M 1.09M PN Delaware 2024-06-25
27 Associates Opportunity I, L.P. 729.3K 1.60% 729.3K 10.00 PN Delaware 2021-02-16
28 Opportunity Fund I, L.P. 729.3K 1.60% 729.3K 10.00 PN Delaware 2021-02-16
29 Investment Management 659.6K 7.44% 659.6K 659.6K IA York 2024-11-13
30 ATLAS VENTURE ASSOCIATES XII, L.P. 510.0K 1.10% 510.0K 10.00 PN Delaware 2021-02-16
31 ATLAS VENTURE FUND XII, L.P. 510.0K 1.10% 510.0K 10.00 PN Delaware 2021-02-16
32 Associates XII, LLC 510.0K 1.10% 510.0K 10.00 OO Delaware 2021-02-16
33 Lightstone Ventures (A), L.P. 381.0K 0.80% 381.0K 381.0K 10.00 PN Delaware, United States of America 2021-02-16
34 FHMLSP Overage, L.L.C. 318.8K 1.10% 318.8K 318.8K OO Delaware 2024-06-25
35 FHMLSP Overage, L.P. 318.8K 1.10% 318.8K 318.8K PN Delaware 2024-06-25
36 Frazier Life Sciences Public Overage Fund, L.P. 318.8K 1.10% 318.8K 318.8K PN Delaware 2024-06-25
37 Daniel Estes 280.5K 0.90% 280.5K 280.5K IN Delaware 2024-06-25
38 FHMLS XI, L.L.C. 280.5K 0.90% 280.5K 280.5K OO Delaware 2024-06-25
39 FHMLS XI, L.P. 280.5K 0.90% 280.5K 280.5K PN Delaware 2024-06-25
40 Frazier Life Sciences XI, L.P. 280.5K 0.90% 280.5K 280.5K PN Delaware 2024-06-25
41 FHMLS X, L.L.C. 67.0K 0.20% 67.0K 67.0K OO Delaware 2024-06-25
42 FHMLS X, L.P. 67.0K 0.20% 67.0K 67.0K PN Delaware 2024-06-25
43 Frazier Life Sciences X, L.P. 67.0K 0.20% 67.0K 67.0K PN Delaware 2024-06-25
44 SCHEDULE 13D AMENDMENT 12.00 14.00% 4.87M 4.87M OO 2022-08-12

Institutional Activity (13F)

Institutional ownership trend From To
13F snapshot — 2026 Q1
Investors holding
209
+9 vs prev Q
New positions
48
Closed positions
40
Increased
131
Reduced
43
Put/Call ratio
0.22
Calls held
354.9K
Puts held
78.1K
Top institutional holders
# Investor Shares / Δ Mkt value / Δ Own% / Δ Weight% / Δ Avg px / Perf. Hold / Status
1 42.8K +42.8K (+100.0%) 3.40B +3.4B (+100.0%) 0.12% +0.122 pp 1.99% +1.993 pp USD79.41 +0.0% 1 qtrs NEW
2 FMR LLC 5.45M +515.1K (+10.4%) 432.80M +106.7M (+32.7%) 15.49% +1.402 pp 0.02% +0.005 pp USD60.06 +32.2% 13 qtrs
3 BLACKROCK, INC. 2.27M +255.7K (+12.7%) 180.66M +47.2M (+35.4%) 6.47% +0.702 pp 0.00% +0.001 pp USD52.64 +50.9% 6 qtrs
4 RA CAPITAL MANAGEMENT, L.P. 1.98M +399.0K (+25.3%) 156.92M +52.7M (+50.6%) 5.62% +1.115 pp 1.61% +0.324 pp USD55.65 +42.7% 4 qtrs
5 VANGUARD GROUP INC 1.77M +319.6K (+22.1%) 140.37M +44.7M (+46.7%) 5.02% +0.891 pp 0.00% +0.001 pp USD49.78 +59.5% 13 qtrs
6 PRICE T ROWE ASSOCIATES INC /MD/ 1.70M +371.6K (+28.0%) 134.84M +47.2M (+53.8%) 4.83% +1.040 pp 0.01% +0.005 pp USD54.51 +45.7% 11 qtrs
7 JPMORGAN CHASE & CO 1.58M +828.2K (+110.0%) 125.56M +75.8M (+152.4%) 4.49% +2.345 pp 0.01% +0.005 pp USD65.76 +20.8% 11 qtrs
8 WELLINGTON MANAGEMENT GROUP LLP 1.52M +108.2K (+7.7%) 120.57M +27.4M (+29.4%) 4.32% +0.290 pp 0.02% +0.005 pp USD48.65 +63.2% 11 qtrs
9 ATLAS VENTURE LIFE SCIENCE ADVISORS, LLC 1.51M -628.7K (-29.3%) 120.22M -21.4M (-15.1%) 4.30% -1.814 pp 13.90% -4.916 pp USD22.24 +257.1% 13 qtrs
10 FRAZIER LIFE SCIENCES MANAGEMENT, L.P. 1.26M -178.5K (-12.4%) 100.06M +5.0M (+5.3%) 3.58% -0.526 pp 2.69% -0.161 pp USD46.53 +70.7% 11 qtrs
11 STATE STREET CORP 1.19M +142.4K (+13.6%) 94.34M +25.2M (+36.5%) 3.38% +0.392 pp 0.00% +0.001 pp USD50.38 +57.6% 13 qtrs
12 ORBIMED ADVISORS LLC 1.07M -347.5K (-24.6%) 84.77M -8.7M (-9.3%) 3.03% -1.005 pp 1.74% -0.466 pp USD21.19 +274.8% 13 qtrs
13 SIREN, L.L.C. 988.4K +75.0K (+8.2%) 78.49M +18.1M (+30.0%) 2.81% +0.202 pp 2.34% -0.020 pp USD51.98 +52.8% 4 qtrs
14 WOODLINE PARTNERS LP 957.8K +90.9K (+10.5%) 76.06M +18.8M (+32.8%) 2.72% +0.248 pp 0.29% +0.025 pp USD53.07 +49.6% 7 qtrs
15 GOLDMAN SACHS GROUP INC 754.2K +225.1K (+42.5%) 59.89M +24.9M (+71.3%) 2.14% +0.633 pp 0.01% +0.003 pp USD65.59 +21.1% 12 qtrs
16 VESTAL POINT CAPITAL, LP 735.0K +235.0K (+47.0%) 58.37M +25.3M (+76.7%) 2.09% +0.662 pp 1.98% +0.492 pp USD67.84 +17.1% 3 qtrs
17 GEODE CAPITAL MANAGEMENT, LLC 685.0K +56.8K (+9.0%) 54.40M +12.9M (+31.0%) 1.95% +0.154 pp 0.00% +0.001 pp USD48.96 +62.2% 13 qtrs
18 BVF INC/IL 650.0K +650.0K (+100.0%) 51.62M +51.6M (+100.0%) 1.85% +1.848 pp 1.74% +1.738 pp USD79.41 +0.0% 1 qtrs NEW
19 JENNISON ASSOCIATES LLC 532.1K +532.1K (+100.0%) 42.25M +42.3M (+100.0%) 1.51% +1.513 pp 0.03% +0.025 pp USD79.41 +0.0% 1 qtrs NEW
20 FIRST LIGHT ASSET MANAGEMENT, LLC 523.2K +292.0K (+126.3%) 41.54M +26.3M (+171.9%) 1.49% +0.827 pp 3.18% +1.736 pp USD73.52 +8.0% 2 qtrs
21 DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) 511.2K -408.2K (-44.4%) 40.59M -20.2M (-33.2%) 1.45% -1.172 pp 0.52% -0.409 pp USD46.17 +72.0% 11 qtrs
22 LOGOS GLOBAL MANAGEMENT LP 510.0K +60.0K (+13.3%) 40.50M +10.8M (+36.2%) 1.45% +0.165 pp 2.45% -0.218 pp USD53.63 +48.1% 7 qtrs
23 ARMISTICE CAPITAL, LLC 499.4K +63.4K (+14.5%) 39.66M +10.8M (+37.6%) 1.42% +0.175 pp 0.47% +0.045 pp USD58.66 +35.4% 6 qtrs
24 CHECKPOINT CAPITAL L.P. 453.0K +23.0K (+5.3%) 35.97M +7.6M (+26.6%) 1.29% +0.060 pp 11.24% +1.718 pp USD62.11 +27.9% 6 qtrs
25 PERCEPTIVE ADVISORS LLC 450.7K +450.7K (+100.0%) 35.79M +35.8M (+100.0%) 1.28% +1.281 pp 0.64% +0.638 pp USD79.41 +0.0% 1 qtrs NEW
26 EVENTIDE ASSET MANAGEMENT, LLC 395.4K +87.3K (+28.4%) 31.40M +11.0M (+54.2%) 1.12% +0.244 pp 0.49% +0.156 pp USD57.28 +38.6% 4 qtrs
27 PICTET ASSET MANAGEMENT HOLDING SA 394.4K +390.8K (+10,968.6%) 31.32M +31.1M (+13,201.4%) 1.12% +1.111 pp 0.03% +0.030 pp USD79.29 +0.2% 9 qtrs
28 ASSENAGON ASSET MANAGEMENT S.A. 357.8K +347.4K (+3,329.8%) 28.42M +27.7M (+4,021.7%) 1.02% +0.987 pp 0.04% +0.038 pp USD79.02 +0.5% 2 qtrs
29 BAKER BROS. ADVISORS LP 337.1K +— (+0.0%) 26.77M +4.5M (+20.2%) 0.96% -0.004 pp 0.16% -0.004 pp USD55.35 +43.5% 5 qtrs
30 PALO ALTO INVESTORS LP 317.5K +93.2K (+41.5%) 25.21M +10.4M (+70.1%) 0.90% +0.262 pp 3.51% +0.767 pp USD63.97 +24.1% 3 qtrs
31 FORESITE CAPITAL MANAGEMENT V, LLC 299.1K +— (+0.0%) 23.75M +4.0M (+20.2%) 0.85% -0.004 pp 14.45% -3.728 pp USD24.83 +219.8% 13 qtrs
32 SATURN V CAPITAL MANAGEMENT LLC 298.4K -42.5K (-12.5%) 23.70M +1.2M (+5.2%) 0.85% -0.125 pp 4.35% -0.591 pp USD43.49 +82.6% 9 qtrs
33 LOOMIS SAYLES & CO L P 282.4K +282.4K (+100.0%) 22.43M +22.4M (+100.0%) 0.80% +0.803 pp 0.03% +0.027 pp USD79.41 +0.0% 1 qtrs NEW
34 GREAT POINT PARTNERS LLC 250.0K +250.0K (+100.0%) 19.85M +19.9M (+100.0%) 0.71% +0.711 pp 6.44% +6.437 pp USD79.41 +0.0% 1 qtrs NEW
35 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 247.0K +20.4K (+9.0%) 19.62M +4.6M (+31.0%) 0.70% +0.055 pp 0.00% +0.001 pp USD52.21 +52.1% 11 qtrs
36 ABRDN PLC 234.4K +202.3K (+631.0%) 18.61M +16.5M (+778.4%) 0.67% +0.575 pp 0.03% +0.026 pp USD75.79 +4.8% 3 qtrs
37 NORTHERN TRUST CORP 228.1K +8.6K (+3.9%) 18.11M +3.6M (+24.9%) 0.65% +0.022 pp 0.00% +0.001 pp USD50.00 +58.8% 11 qtrs
38 DIMENSIONAL FUND ADVISORS LP 223.6K -6.8K (-3.0%) 17.75M +2.5M (+16.6%) 0.64% -0.022 pp 0.00% +0.001 pp USD58.11 +36.7% 6 qtrs
39 BALYASNY ASSET MANAGEMENT L.P. 221.8K -116.3K (-34.4%) 17.61M -4.7M (-21.2%) 0.63% -0.335 pp 0.02% -0.006 pp USD66.08 +20.2% 2 qtrs
40 OPALEYE MANAGEMENT INC. 200.0K +6.2K (+3.2%) 15.88M +3.1M (+24.0%) 0.57% +0.015 pp 2.10% +0.285 pp USD52.86 +50.2% 4 qtrs
41 TIMESSQUARE CAPITAL MANAGEMENT, LLC 187.8K +5.6K (+3.1%) 14.91M +2.9M (+23.9%) 0.53% +0.014 pp 0.22% +0.053 pp USD66.48 +19.4% 2 qtrs
42 MILLENNIUM MANAGEMENT LLC 184.8K +23.8K (+14.8%) 14.67M +4.0M (+37.9%) 0.53% +0.066 pp 0.01% +0.002 pp USD65.99 +20.3% 5 qtrs
43 ENSIGN PEAK ADVISORS, INC 177.1K +— (+0.0%) 14.06M +2.4M (+20.2%) 0.50% -0.002 pp 0.02% +0.006 pp USD53.05 +49.7% 11 qtrs
44 FIRST TURN MANAGEMENT, LLC 153.2K -244.5K (-61.5%) 12.17M -14.1M (-53.7%) 0.44% -0.700 pp 1.39% -2.556 pp USD56.20 +41.3% 3 qtrs
45 BANK OF AMERICA CORP /DE/ 136.0K -25.2K (-15.6%) 10.80M +147.6K (+1.4%) 0.39% -0.074 pp 0.00% +0.000 pp USD49.37 +60.8% 13 qtrs
46 NANTAHALA CAPITAL MANAGEMENT, LLC 132.8K -155.0K (-53.9%) 10.55M -8.5M (-44.5%) 0.38% -0.444 pp 0.35% -0.312 pp USD49.61 +60.1% 7 qtrs
47 BNP PARIBAS ARBITRAGE, SNC 122.2K +84.5K (+224.8%) 9.70M +7.2M (+290.3%) 0.35% +0.240 pp 0.00% +0.003 pp USD74.94 +6.0% 5 qtrs
48 UBS GROUP AG 116.1K -55.5K (-32.3%) 9.22M -2.1M (-18.7%) 0.33% -0.160 pp 0.00% 0.000 pp USD51.80 +53.3% 13 qtrs
49 UBS ASSET MANAGEMENT AMERICAS INC 114.4K +23.0K (+25.1%) 9.08M +3.0M (+50.4%) 0.33% +0.064 pp 0.00% +0.001 pp USD62.18 +27.7% 8 qtrs
50 SOFINNOVA INVESTMENTS, INC. 111.0K +97.5K (+719.1%) 8.82M +7.9M (+884.3%) 0.32% +0.277 pp 0.38% +0.331 pp USD76.42 +3.9% 8 qtrs
51 CATALIO CAPITAL MANAGEMENT, LP 110.4K -106.1K (-49.0%) 8.77M -5.5M (-38.7%) 0.31% -0.304 pp 1.55% -1.095 pp USD64.22 +23.7% 5 qtrs
52 CITADEL ADVISORS LLC 100.4K +50.0K (+99.2%) 7.97M +4.6M (+139.4%) 0.29% +0.142 pp 0.00% +0.001 pp USD72.72 +9.2% 13 qtrs
53 BARCLAYS PLC 99.6K +59.5K (+148.1%) 7.91M +5.9M (+301.0%) 0.28% +0.169 pp 0.00% +0.001 pp USD67.68 +17.3% 13 qtrs
54 DNB ASSET MANAGEMENT AS 84.3K +78.7K (+1,425.8%) 6.69M +6.3M (+1,733.6%) 0.24% +0.224 pp 0.02% +0.022 pp USD77.82 +2.0% 3 qtrs
55 AMERIPRISE FINANCIAL INC 83.0K +8.6K (+11.6%) 6.59M +1.7M (+34.1%) 0.24% +0.024 pp 0.00% +0.000 pp USD54.59 +45.5% 5 qtrs
56 RAYMOND JAMES FINANCIAL INC 80.3K -61.2K (-43.3%) 6.18M -3.2M (-33.9%) 0.23% -0.176 pp 0.00% -0.001 pp USD64.20 +23.7% 5 qtrs
57 VICTORY CAPITAL MANAGEMENT INC 76.3K -73.5K (-49.1%) 6.06M -3.8M (-38.8%) 0.22% -0.211 pp 0.00% -0.002 pp USD48.69 +63.1% 10 qtrs
58 MORGAN STANLEY 74.8K +18.8K (+33.4%) 5.94M +2.2M (+60.4%) 0.21% +0.053 pp 0.00% +0.000 pp USD61.19 +29.8% 13 qtrs
59 PATIENT SQUARE CAPITAL LP 74.0K +— (+0.0%) 5.88M +986.4K (+20.2%) 0.21% -0.001 pp 1.26% -0.050 pp USD58.99 +34.6% 5 qtrs
60 TD ASSET MANAGEMENT INC 69.6K +10.4K (+17.5%) 5.53M +1.6M (+41.2%) 0.20% +0.029 pp 0.00% +0.001 pp USD51.86 +53.1% 11 qtrs
61 BANK OF NEW YORK MELLON CORP 67.7K +2.9K (+4.5%) 5.38M +1.1M (+25.6%) 0.19% +0.008 pp 0.00% +0.000 pp USD49.32 +61.0% 11 qtrs
62 IA GLOBAL ASSET MANAGEMENT INC. 66.4K +918.0 (+1.4%) 5.28M +946.0K (+21.9%) 0.19% +0.002 pp 0.07% +0.008 pp USD66.20 +20.0% 3 qtrs
63 TUDOR INVESTMENT CORP ET AL 66.1K +66.1K (+100.0%) 5.25M +5.3M (+100.0%) 0.19% +0.188 pp 0.01% +0.010 pp USD79.41 +0.0% 1 qtrs NEW
64 VERITION FUND MANAGEMENT LLC 63.5K +57.4K (+936.0%) 5.05M +4.6M (+1,144.9%) 0.18% +0.163 pp 0.02% +0.018 pp USD78.12 +1.7% 6 qtrs
65 RENAISSANCE TECHNOLOGIES LLC 62.8K +56.0K (+823.8%) 4.99M +4.5M (+1,010.2%) 0.18% +0.159 pp 0.01% +0.007 pp USD76.86 +3.3% 5 qtrs
66 INVESCO LTD. 61.1K +39.6K (+184.8%) 4.85M +3.4M (+242.3%) 0.17% +0.112 pp 0.00% +0.001 pp USD71.14 +11.6% 11 qtrs
67 EXODUSPOINT CAPITAL MANAGEMENT, LP 58.2K +58.2K (+100.0%) 4.62M +4.6M (+100.0%) 0.17% +0.166 pp 0.04% +0.036 pp USD79.41 +0.0% 13 qtrs
68 LAZARD ASSET MANAGEMENT LLC 58.1K +58.1K (+100.0%) 4.61M +4.6M (+100.0%) 0.17% +0.165 pp 0.01% +0.008 pp USD79.41 +0.0% 1 qtrs NEW
69 SIO CAPITAL MANAGEMENT, LLC 57.6K -227.2K (-79.8%) 4.57M -14.2M (-75.7%) 0.16% -0.649 pp 0.72% -4.043 pp USD51.28 +54.9% 7 qtrs
70 J. GOLDMAN & CO LP 54.2K +54.2K (+100.0%) 4.30M +4.3M (+100.0%) 0.15% +0.154 pp 0.11% +0.113 pp USD79.41 +0.0% 1 qtrs NEW
71 MANUFACTURERS LIFE INSURANCE COMPANY, THE 52.5K +4.9K (+10.4%) 4.07M +928.0K (+29.5%) 0.15% +0.013 pp 0.00% +0.001 pp USD54.10 +46.8% 11 qtrs
72 ALYESKA INVESTMENT GROUP, L.P. 50.0K +50.0K (+100.0%) 3.97M +4.0M (+100.0%) 0.14% +0.142 pp 0.01% +0.011 pp USD79.41 +0.0% 1 qtrs NEW
73 BURKEHILL GLOBAL MANAGEMENT, LP 50.0K +50.0K (+100.0%) 3.97M +4.0M (+100.0%) 0.14% +0.142 pp 0.26% +0.262 pp USD79.41 +0.0% 1 qtrs NEW
74 BREVAN HOWARD CAPITAL MANAGEMENT LP 49.7K +49.7K (+100.0%) 3.89M +3.9M (+100.0%) 0.14% +0.141 pp 0.04% +0.043 pp USD79.41 +0.0% 1 qtrs NEW
75 SCHRODER INVESTMENT MANAGEMENT GROUP 50.1K -17.1K (-25.4%) 3.85M -519.4K (-11.9%) 0.14% -0.049 pp 0.00% -0.001 pp USD53.37 +48.8% 9 qtrs
76 NUVEEN, LLC 48.5K +777.0 (+1.6%) 3.85M +697.5K (+22.1%) 0.14% +0.002 pp 0.00% +0.000 pp USD50.12 +58.4% 4 qtrs
77 NICHOLAS INVESTMENT PARTNERS, LP 48.1K -39.9K (-45.4%) 3.82M -2.0M (-34.3%) 0.14% -0.115 pp 0.28% -0.167 pp USD57.96 +37.0% 3 qtrs
78 SWISS NATIONAL BANK 48.0K +4.4K (+10.1%) 3.81M +930.6K (+32.3%) 0.14% +0.012 pp 0.00% +0.001 pp USD49.38 +60.8% 10 qtrs
79 HEALTHINVEST PARTNERS AB 48.0K +2.3K (+5.0%) 3.81M +3.5M (+1,088.4%) 0.14% +0.006 pp 1.22% +0.027 pp USD59.97 +32.4% 3 qtrs
80 EXOME ASSET MANAGEMENT LLC 46.7K -14.6K (-23.8%) 3.71M -342.5K (-8.4%) 0.13% -0.042 pp 1.77% -0.680 pp USD47.72 +66.4% 7 qtrs
81 BNP PARIBAS ASSET MANAGEMENT HOLDING S.A. 40.2K +40.0K (+18,774.6%) 3.19M +3.2M (+22,700.0%) 0.11% +0.114 pp 0.00% +0.004 pp USD79.27 +0.2% 3 qtrs
82 CITIGROUP INC 36.2K +32.1K (+794.3%) 2.87M +2.6M (+974.7%) 0.10% +0.091 pp 0.00% +0.001 pp USD76.58 +3.7% 13 qtrs
83 RAFFERTY ASSET MANAGEMENT, LLC 36.1K -1.2K (-3.2%) 2.87M +401.2K (+16.3%) 0.10% -0.004 pp 0.01% +0.002 pp USD47.37 +67.6% 10 qtrs
84 SEVEN GRAND MANAGERS, LLC 35.0K +35.0K (+100.0%) 2.78M +2.8M (+100.0%) 0.10% +0.100 pp 0.21% +0.212 pp USD79.41 +0.0% 1 qtrs NEW
85 WELLS FARGO & COMPANY/MN 33.3K +6.2K (+23.0%) 2.64M +853.7K (+47.8%) 0.09% +0.017 pp 0.00% +0.000 pp USD57.48 +38.2% 12 qtrs
86 ALPS ADVISORS INC 31.0K +14.2K (+84.6%) 2.46M +1.4M (+121.9%) 0.09% +0.040 pp 0.01% +0.008 pp USD61.47 +29.2% 11 qtrs
87 AMERICAN CENTURY COMPANIES INC 30.3K +2.4K (+8.6%) 2.41M +562.2K (+30.5%) 0.09% +0.006 pp 0.00% +0.000 pp USD67.13 +18.3% 2 qtrs
88 RTW INVESTMENTS, LP 30.0K +30.0K (+100.0%) 2.38M +2.4M (+100.0%) 0.09% +0.085 pp 0.02% +0.024 pp USD79.41 +0.0% 1 qtrs NEW
89 RHUMBLINE ADVISERS 29.8K -4.7K (-13.5%) 2.37M +89.9K (+3.9%) 0.08% -0.014 pp 0.00% +0.000 pp USD47.71 +66.4% 11 qtrs
90 ZIMMER PARTNERS, LP 27.5K -62.7K (-69.5%) 2.18M -3.8M (-63.3%) 0.08% -0.179 pp 0.06% -0.071 pp USD50.22 +58.1% 7 qtrs
91 UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH 27.3K +15.9K (+138.7%) 2.17M +1.4M (+186.8%) 0.08% +0.045 pp 0.00% +0.002 pp USD69.50 +14.3% 4 qtrs
92 EAGLE HEALTH INVESTMENTS LP 27.1K +27.1K (+100.0%) 2.15M +2.2M (+100.0%) 0.08% +0.077 pp 0.47% +0.473 pp USD79.41 +0.0% 1 qtrs NEW
93 PNC FINANCIAL SERVICES GROUP, INC. 25.2K +54.0 (+0.2%) 2.00M +339.5K (+20.4%) 0.07% 0.000 pp 0.00% +0.000 pp USD42.60 +86.4% 11 qtrs
94 BANK OF MONTREAL /CAN/ 24.8K +7.0K (+39.6%) 1.97M +796.2K (+67.7%) 0.07% +0.020 pp 0.00% +0.000 pp USD63.27 +25.5% 4 qtrs
95 ALLIANCEBERNSTEIN L.P. 24.5K +— (+0.0%) 1.95M +327.1K (+20.2%) 0.07% 0.000 pp 0.00% +0.000 pp USD51.65 +53.7% 11 qtrs
96 SUSQUEHANNA INTERNATIONAL GROUP, LLP 24.3K +24.3K (+100.0%) 1.93M +1.9M (+100.0%) 0.07% +0.069 pp 0.00% +0.000 pp USD79.41 +0.0% 1 qtrs NEW
97 RUSSELL INVESTMENTS GROUP, LTD. 23.7K +21.2K (+871.4%) 1.88M +1.7M (+1,067.4%) 0.07% +0.060 pp 0.00% +0.002 pp USD78.03 +1.8% 5 qtrs
98 LEGAL & GENERAL GROUP PLC 23.7K -1.5K (-5.9%) 1.88M +216.6K (+13.0%) 0.07% -0.005 pp 0.00% +0.000 pp USD50.79 +56.3% 11 qtrs
Ownership breakdown by holder

ETF Ownership

Top ETFs holding this stock Held by 96 ETFs in our universe
# ETF Weight Est. AUM exposure TER
1 ALPS Medical Breakthroughs ETF SBIO 1.49% 3.18M 0.50%
2 Fidelity Disruptive Medicine ETF FMED 1.12% 518.1K 0.50%
3 Invesco Dorsey Wright Healthcare Momentum ETF PTH 0.86% 1.46M 0.72%
4 Virtus Biotech Clinical Trials ETF BBC 0.69% 399.1K 0.65%
5 Global X - S&P Biotech ETF CURE.AX 0.68% 244.4K 0.45%
6 State Street SPDR S&P Biotech ETF XBI 0.68% 73.62M 0.35%
7 Invesco NASDAQ Biotech UCITS ETF SBIO.L 0.20% 931.3K 0.40%
8 Invesco Nasdaq Biotechnology ETF IBBQ 0.20% 150.3K 0.19%
9 iShares Nasdaq US Biotechnology UCITS ETF BTEE.L 0.20% 147.5K 0.35%
10 iShares Nasdaq US Biotechnology UCITS ETF BTEC.L 0.20% 2.20M 0.35%

Insider Activity

Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Ratio by volume
0.00
Bearish
Buys
0
Sells
4
Shares acquired
Shares disposed
12.4K
Cash buys
Cash sales
4.00
Net activity
-12,388
Insider buys vs sells (history) From To
Recent insider transactions From To
Date Person Role Transaction A/D Security Shares Price Value Owned after D/I Filing
2026-04-14 Franchi Jean M. Officer S-Sale D Common Stock 6,257 69.24 433.2K 64,333 D
2026-04-13 Savage William Jacob Officer S-Sale D Common Stock 3,531 66.12 233.5K 81,680 D
2026-04-13 Franchi Jean M. Officer S-Sale D Common Stock 400 69.00 27.6K 70,590 D
2026-03-02 Savage William Jacob Officer S-Sale D Common Stock 4,392 65.52 287.8K 88,197 D
2026-02-25 Franchi Jean M. Officer S-Sale D Common Stock 353 69.06 24.4K 70,990 D
2026-02-18 Franchi Jean M. Officer S-Sale D Common Stock 3,397 65.01 220.8K 75,027 D
2026-02-17 Yu Jonathan Yen-Wen Officer S-Sale D Common Stock 3,231 62.86 203.1K 54,324 D
2026-02-17 Stephenson Pamela Officer S-Sale D Common Stock 5,531 62.86 347.7K 80,998 D
2026-02-17 Savage William Jacob Officer S-Sale D Common Stock 3,256 62.86 204.7K 92,589 D
2026-02-17 Quisel John D Director / Officer S-Sale D Common Stock 13,264 62.86 833.8K 226,064 D
2026-02-17 Khara Rahul Officer S-Sale D Common Stock 2,853 62.86 179.3K 52,173 D
2026-02-17 Franchi Jean M. Officer S-Sale D Common Stock 4,075 62.86 256.2K 78,424 D
2026-02-10 Yu Jonathan Yen-Wen Officer A-Award A Stock Option (Right to Buy) 25,500 74.75 1.91M 25,500 D
2026-02-10 Stephenson Pamela Officer A-Award A Stock Option (Right to Buy) 25,500 74.75 1.91M 25,500 D
2026-02-10 Savage William Jacob Officer A-Award A Stock Option (Right to Buy) 25,500 74.75 1.91M 25,500 D
2026-02-10 Quisel John D Director / Officer A-Award A Stock Option (Right to Buy) 82,800 74.75 6.19M 82,800 D
2026-02-10 Khara Rahul Officer A-Award A Stock Option (Right to Buy) 25,500 74.75 1.91M 25,500 D
2026-02-10 Franchi Jean M. Officer A-Award A Stock Option (Right to Buy) 25,500 74.75 1.91M 25,500 D
2026-01-20 Khara Rahul Officer M-Exempt A Common Stock 1,000 13.50 13.5K 38,793 D
2026-01-02 Khara Rahul Officer S-Sale D Common Stock 4,993 78.62 392.6K 38,950 D
2025-12-22 Savage William Jacob Officer M-Exempt A Common Stock 99 13.50 1.3K 78,845 D
2025-12-19 Quisel John D Director / Officer M-Exempt D Stock Option (Right to Buy) 12,300 1.01 12.4K 186,120 D
2025-12-17 Bitterman Kevin Director S-Sale D Common Stock 148 91.47 13.5K 14,013 I
2025-12-16 Bitterman Kevin Director S-Sale D Common Stock 35,898 91.24 3.28M 349,603 I
2025-12-15 Savage William Jacob Officer S-Sale D Common Stock 3,642 90.60 330.0K 85,153 D
2025-12-15 Bitterman Kevin Director M-Exempt D Stock Option (Right to Buy) 7,000 13.50 94.5K 0 D
2025-12-12 Bitterman Kevin Director S-Sale D Common Stock 6,570 92.05 604.8K 44,430 I
2025-12-11 Quisel John D Director / Officer S-Sale D Common Stock 16,356 92.96 1.52M 188,716 D
2025-11-11 Yu Jonathan Yen-Wen Officer M-Exempt A Common Stock 30,000 2.65 79.5K 70,555 D
2025-10-22 AI DMI LLC 10% Owner S-Sale D Common Stock 744,047 80.47 59.87M 2,814,379 D
2025-10-17 Bitterman Kevin Director S-Sale D Common Stock 5,065 87.37 442.5K 411,359 I
2025-10-16 Bitterman Kevin Director S-Sale D Common Stock 1,425 77.11 109.9K 477,036 I
2025-10-15 Bitterman Kevin Director S-Sale D Common Stock 2,618 77.76 203.6K 478,461 I
2025-10-08 Bitterman Kevin Director S-Sale D Common Stock 25,400 70.54 1.79M 526,577 I
2025-10-07 Bitterman Kevin Director S-Sale D Common Stock 6,661 69.01 459.7K 572,582 I
2025-09-16 GEMAYEL GEORGES Director A-Award A Stock Option (Right to Buy) 1,000 60.34 60.3K 1,000 D
2025-09-09 Quisel John D Director / Officer M-Exempt D Stock Option (Right to Buy) 10,000 1.01 10.1K 198,420 D
2025-08-22 Bitterman Kevin Director S-Sale D Common Stock 2,287 61.03 139.6K 590,621 I
2025-08-14 Bitterman Kevin Director S-Sale D Common Stock 7,212 60.99 439.9K 592,908 I
2025-08-13 Bitterman Kevin Director S-Sale D Common Stock 24,962 61.15 1.53M 600,120 I
2025-08-05 Bitterman Kevin Director S-Sale D Common Stock 395 60.95 24.1K 625,082 I
2025-07-30 Bitterman Kevin Director S-Sale D Common Stock 8,492 61.04 518.4K 625,477 I
2025-07-24 Bitterman Kevin Director S-Sale D Common Stock 13,033 61.17 797.2K 633,969 I
2025-07-23 Bitterman Kevin Director S-Sale D Common Stock 29,837 60.97 1.82M 647,002 I
2025-07-17 Franchi Jean M. Officer S-Sale D Common Stock 2,031 59.00 119.8K 63,499 D
2025-07-14 AHMED NADIM Director A-Award A Stock Option (Right to Buy) 20,000 57.74 1.15M 20,000 D
2025-07-10 Franchi Jean M. Officer S-Sale D Common Stock 2,000 57.50 115.0K 65,530 D
2025-07-09 Quisel John D Director / Officer M-Exempt A Common Stock 34,800 9.86 343.1K 196,628 D
2025-07-03 Quisel John D Director / Officer M-Exempt A Common Stock 5,200 9.86 51.3K 167,028 D
2025-06-27 Savage William Jacob Officer M-Exempt D Stock Option (Right to Buy) 29,659 9.86 292.4K 6,375 D
2025-06-16 Franchi Jean M. Officer S-Sale D Common Stock 2,000 52.26 104.5K 67,530 D
2025-06-11 White William Richard Director A-Award A Stock Option (Right to Buy) 10,000 50.86 508.6K 10,000 D
2025-06-11 Ratcliffe Liam Director A-Award A Stock Option (Right to Buy) 10,000 50.86 508.6K 10,000 D
2025-06-11 Nicholson Donald William Director A-Award A Stock Option (Right to Buy) 10,000 50.86 508.6K 10,000 D
2025-06-11 GEMAYEL GEORGES Director A-Award A Stock Option (Right to Buy) 10,000 50.86 508.6K 10,000 D
2025-06-11 Chin Mark Director A-Award A Stock Option (Right to Buy) 10,000 50.86 508.6K 10,000 D
2025-06-11 Bitterman Kevin Director A-Award A Stock Option (Right to Buy) 10,000 50.86 508.6K 10,000 D
2025-06-11 Ashiya Mona Director A-Award A Stock Option (Right to Buy) 10,000 50.86 508.6K 10,000 D
2025-06-06 Savage William Jacob Officer S-Sale D Common Stock 2,996 50.00 149.8K 56,725 D
2025-05-20 Savage William Jacob Officer S-Sale D Common Stock 6,677 50.04 334.1K 59,721 D
2025-05-02 Savage William Jacob Officer S-Sale D Common Stock 2,100 50.17 105.4K 66,398 D
2025-04-07 Quisel John D Director / Officer M-Exempt A Common Stock 7,000 1.01 7.1K 161,828 D
2025-03-24 ORBIMED ADVISORS LLC Director S-Sale D Common Stock 3,026 54.11 163.7K 746,171 I
2025-03-24 Ashiya Mona Director S-Sale D Common Stock 1,956 54.11 105.8K 482,308 I
2025-03-21 ORBIMED ADVISORS LLC Director S-Sale D Common Stock 3,412 54.00 184.2K 484,264 I
2025-03-21 Ashiya Mona Director S-Sale D Common Stock 5,279 54.00 285.1K 749,197 I
2025-03-20 ORBIMED ADVISORS LLC Director S-Sale D Common Stock 364 54.01 19.7K 188,617 I
2025-03-20 Ashiya Mona Director S-Sale D Common Stock 941 54.01 50.8K 487,676 I
2025-03-19 ORBIMED ADVISORS LLC Director S-Sale D Common Stock 5,228 54.02 282.4K 188,981 I
2025-03-19 Ashiya Mona Director S-Sale D Common Stock 5,228 54.02 282.4K 188,981 I
2025-03-12 ORBIMED ADVISORS LLC Director S-Sale D Common Stock 42,930 54.44 2.34M 776,844 I
2025-03-12 Ashiya Mona Director S-Sale D Common Stock 233 55.05 12.8K 204,942 I
2025-03-11 ORBIMED ADVISORS LLC Director S-Sale D Common Stock 14,267 54.01 770.6K 820,707 I
2025-03-11 Ashiya Mona Director S-Sale D Common Stock 14,267 54.01 770.6K 820,707 I
2025-03-10 ORBIMED ADVISORS LLC Director S-Sale D Common Stock 211 55.01 11.6K 834,974 I
2025-03-10 Ashiya Mona Director S-Sale D Common Stock 26,596 54.29 1.44M 208,795 I
2025-02-18 Yu Jonathan Yen-Wen Officer S-Sale D Common Stock 1,610 54.58 87.9K 40,555 D
2025-02-18 Stephenson Pamela Officer S-Sale D Common Stock 3,137 54.58 171.2K 69,529 D
2025-02-18 Savage William Jacob Officer S-Sale D Common Stock 1,638 54.58 89.4K 68,498 D
2025-02-18 Quisel John D Director / Officer S-Sale D Common Stock 5,574 54.58 304.2K 154,828 D
2025-02-18 Khara Rahul Officer S-Sale D Common Stock 1,161 54.58 63.4K 37,583 D
2025-02-18 Franchi Jean M. Officer S-Sale D Common Stock 3,136 54.58 171.2K 69,530 D
2025-02-10 Yu Jonathan Yen-Wen Officer A-Award A Stock Option (Right to Buy) 36,000 54.71 1.97M 36,000 D
2025-02-10 Stephenson Pamela Officer A-Award A Stock Option (Right to Buy) 36,000 54.71 1.97M 36,000 D
2025-02-10 Savage William Jacob Officer A-Award A Stock Option (Right to Buy) 36,000 54.71 1.97M 36,000 D
2025-02-10 Quisel John D Director / Officer A-Award A Stock Option (Right to Buy) 117,505 54.71 6.43M 117,505 D
2025-02-10 Khara Rahul Officer A-Award A Stock Option (Right to Buy) 36,000 54.71 1.97M 36,000 D
2025-02-10 Franchi Jean M. Officer A-Award A Common Stock 36,000 0.00 72,666 D
2025-02-03 Savage William Jacob Officer M-Exempt D Stock Option (Right to Buy) 1,498 2.65 4.0K 0 D
2025-02-03 Khara Rahul Officer M-Exempt D Stock Option (Right to Buy) 7,500 14.69 110.2K 64,804 D
2025-01-02 Khara Rahul Officer M-Exempt D Stock Option (Right to Buy) 7,500 14.69 110.2K 72,304 D
2024-12-31 Quisel John D Director / Officer M-Exempt D Stock Option (Right to Buy) 10,000 1.01 10.1K 215,420 D
2024-12-30 Quisel John D Director / Officer M-Exempt A Common Stock 13,012 9.86 128.3K 85,077 D
2024-12-23 Quisel John D Director / Officer M-Exempt A Common Stock 19,820 2.65 52.5K 91,885 D
2024-12-16 Quisel John D Director / Officer S-Sale D Common Stock 6,305 66.35 418.4K 72,565 D
2024-12-02 White William Richard Director M-Exempt A Common Stock 201 9.86 2.0K 1,957 D
2024-11-25 Savage William Jacob Officer S-Sale D Common Stock 1,904 67.02 127.6K 40,405 D
2024-11-15 Savage William Jacob Officer M-Exempt A Common Stock 9,158 9.86 90.3K 49,563 D
2024-11-04 White William Richard Director M-Exempt D Stock Option (Right to Buy) 7,136 45.69 326.0K 0 D
2024-11-01 White William Richard Director S-Sale D Common Stock 129 46.75 6.0K 0 D
2024-10-01 White William Richard Director M-Exempt D Stock Option (Right to Buy) 201 9.86 2.0K 2,206 D
2024-09-16 Savage William Jacob Officer S-Sale D Common Stock 1,500 47.41 71.1K 40,405
2024-09-03 White William Richard Director M-Exempt A Common Stock 201 9.86 2.0K 201
2024-09-03 Savage William Jacob Officer S-Sale D Common Stock 1,500 50.59 75.9K 41,905
2024-08-01 White William Richard Director M-Exempt D Stock Option (Right to Buy) 201 9.86 2.0K 2,608
2024-07-08 Quisel John D Director / Officer M-Exempt A Common Stock 3,000 1.01 3.0K 72,065
2024-07-01 White William Richard Director M-Exempt A Common Stock 201 9.86 2.0K 201
2024-06-17 ORBIMED ADVISORS LLC Director P-Purchase A Common Stock 10,986 36.00 395.5K 235,391
2024-06-17 Bitterman Kevin Director P-Purchase A Common Stock 222,223 36.00 8.00M 420,549
2024-06-17 Ashiya Mona Director P-Purchase A Common Stock 10,986 36.00 395.5K 235,391
2024-06-17 AI DMI LLC 10% Owner A-Award A Common Stock 416,667 36.00 15.00M 3,558,426
2024-06-12 White William Richard Director A-Award A Stock Option (Right to Buy) 10,000 38.85 388.5K 10,000
2024-06-12 Ratcliffe Liam Director A-Award A Stock Option (Right to Buy) 10,000 38.85 388.5K 10,000
2024-06-12 Nicholson Donald William Director A-Award A Stock Option (Right to Buy) 10,000 38.85 388.5K 10,000
2024-06-12 GEMAYEL GEORGES Director A-Award A Stock Option (Right to Buy) 10,000 38.85 388.5K 10,000
2024-06-12 Chin Mark Director A-Award A Stock Option (Right to Buy) 10,000 38.85 388.5K 10,000
2024-06-12 Bitterman Kevin Director A-Award A Stock Option (Right to Buy) 10,000 38.85 388.5K 10,000
2024-06-12 Ashiya Mona Director A-Award A Stock Option (Right to Buy) 10,000 38.85 388.5K 10,000
2024-06-03 White William Richard Director S-Sale D Common Stock 1,755 36.10 63.4K 95
2024-05-01 White William Richard Director M-Exempt D Stock Option (Right to Buy) 201 9.86 2.0K 3,211
2024-04-11 White William Richard Director S-Sale D Common Stock 78 32.18 2.5K 0
2024-04-10 Savage William Jacob Officer M-Exempt A Common Stock 21,870 2.65 58.0K 43,405
2024-03-05 Bitterman Kevin Director S-Sale D Common Stock 26,157 73.50 1.92M 677,503
2024-02-26 Stephenson Pamela Officer A-Award A Common Stock 36,666 0.00 36,666
2024-02-07 Franchi Jean M. 0 0.00 0
2024-01-23 Bitterman Kevin Director S-Sale D Common Stock 20,000 67.65 1.35M 198,326
2024-01-23 Atlas Venture Fund X, L.P. 10% Owner S-Sale D Common Stock 20,000 67.65 1.35M 198,326
2024-01-10 Yu Jonathan Yen-Wen Officer A-Award A Stock Option (Right to Buy) 27,250 63.90 1.74M 27,250
2024-01-10 Savage William Jacob Officer A-Award A Common Stock 18,535 0.00 21,535
2024-01-10 Quisel John D Director / Officer A-Award A Common Stock 66,365 0.00 69,065
2024-01-10 Khara Rahul Officer A-Award A Common Stock 14,035 0.00 14,035
2024-01-10 Bryce Joanne Officer A-Award A Common Stock 18,165 0.00 23,665
2024-01-10 Atlas Venture Fund X, L.P. 10% Owner S-Sale D Common Stock 30,000 64.00 1.92M 1,449,686
2023-12-14 Atlas Venture Fund X, L.P. 10% Owner S-Sale D Common Stock 30,645 58.27 1.79M 1,479,866
2023-12-13 Atlas Venture Fund X, L.P. 10% Owner S-Sale D Common Stock 40 60.50 2.4K 826,709
2023-12-12 Atlas Venture Fund X, L.P. 10% Owner S-Sale D Common Stock 994 62.90 62.5K 1,554,690
2023-08-15 Atlas Venture Fund X, L.P. 10% Owner S-Sale D Common Stock 111,069 52.40 5.82M 1,951,234
2023-08-14 Atlas Venture Fund X, L.P. 10% Owner S-Sale D Common Stock 75,000 52.00 3.90M 2,162,303
2023-06-16 AI DMI LLC 10% Owner P-Purchase A Warrant (right to buy) 204,081 0.00 20.41 204,081
2023-02-15 AI DMI LLC 10% Owner P-Purchase A Common Stock 434,783 23.00 10.00M 3,141,759
2022-12-29 Atlas Venture Fund X, L.P. 10% Owner J-Other A Common Stock 1,835,799 0.00 2,237,303
2022-12-29 AI DMI LLC 10% Owner D Common Stock 0 0.00 2,706,976

Executive team

Top executives
Shares Outstanding
38.20M

Executive compensation

Executive compensation (annual)

Executive compensation not available.

CEO compensation breakdown

No CEO compensation history available.

Proxy statements

Proxy statements (DEF 14A)
Filing date Form type Filing
2026-04-28 DEFA14A
2026-04-28 DEF 14A

Recent SEC filings

Recent SEC filings
Filing date Form type Filing
2026-05-13 10-Q
2026-05-05 8-K
2026-05-05 10-Q
2026-04-29 8-K
2026-04-28 DEFA14A
2026-04-28 DEF 14A
2026-04-28 ARS
2026-04-15 4
2026-04-15 4
2026-03-31 10-K

Executive team

NameTitleCompensationGender
John D. Quisel Chief Executive Officer, President & Director 1M
Jean Franchi Chief Financial Officer 839.0K female
William Jacob Savage Chief Medical Officer 836.8K male
Pamela Stephenson Chief Commercial Officer 832.1K female
Jonathan Yu Chief Opearating Officer 811.6K male
Donald William Nicholson Executive Chairman 170.0K
Brian MacDonald Founder & Chair of Scientific Advisory Board 88.5K
Lisa Amaya Price Chief Human Resources Officer female
Joseph Beaulieu Senior Vice President of Finance male
Rahul Khara Chief Legal Officer & Secretary
Rahul Rajan Kaushik Chief Technical Officer
Sonia Razzetti Senior Vice President of Quality female
ESG Rating
B
BIOTECHNOLOGY
Rank: 478 out of 714
2026
E (Environmental)
56.5 / 56.3
Company / Sector avg.
S (Social)
60.4 / 62.4
Company / Sector avg.
G (Governance)
60.1 / 60.9
Company / Sector avg.
ESG Total
59.0 / 59.9
Company / Sector avg.
ESG Score History BIOTECHNOLOGY
Benchmark vs Sector
Senate Trading Activity

No Senate trading activity found for this company.

House Trading Activity

No House trading activity found for this company.

Market share among peers
Peer comparison — filtered group (TTM)
Your opinion

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Dividend history

Earnings history

Earnings reports

Stock splits